Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-871 Last reconciled bank balance not shown .

Sage bank balance at the top right doesn’t automatically update itself anymore. Merged

When reviewing the Incoming Bank Transactions and actioning them by creating a transaction off the feed, the Sage balance at the top right doesn’t automatically update itself. Refreshing the browser then brings the correct balance but when another transaction is created sometimes, it reverts back to the original balance when the page was accessed. This used to work previously but someone must’ve changed something and is not auto updating. It makes it very hard to teach my client to reconcile the bank to the bank statements.

  • Guest
  • Sep 29 2021
  • One For The Future
  • Guest commented
    10 Nov, 2021 11:24pm

    There should be a 'Refresh Button' so you can see if someone has paid an invoice by BACS